Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
10 Best & Worst Broker-Dealers: 2015 Earnings
By Ronald Pechtimaldjian, Katie RassThe top four firms on this list posted huge earnings gains year over year, while profits shrank for the bottom five.
March 22, 2016
15 Worst States for Retirement: 2016"Worst" is in the eye of the beholder, but these states present some challenges to retirees.
March 22, 2016
5 Questions Every Firm Should Ask About DOL Fiduciary RulePreparing for the fiduciary rule change now will hopefully reduce the time spent on compliance issues later, Nationwide Financial COO Kirt Walker says.
March 21, 2016
Top Portfolio Products: Janus Plans 4 Health-Related ETFsWhat do long-term care, obesity, fitness and organic food have in common? See Janus Capital's latest ETF plans.
March 21, 2016
15 Most Overlooked Tax DeductionsKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.
March 16, 2016
Eric Nelson: Save Your Portfolio From Taxes, Low Interest RatesNelson talks to ThinkAdvisor about why DFA funds trounce ETFs, why MLPs are a "tax nightmare" and how not to go broke in retirement.
March 15, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 1: Direct Pay and Custodial AccountsThe high price of college requires careful planning to do so for a child or grandchild in the most tax-efficient way.
March 14, 2016
8 Odd Tax Deductions That Actually WorkedTax Court sometimes rewards brave souls who dare to ask for a break even a strange one.